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The MAM Group opens its Wealth Management Unit
MAM Wealth Management, LLC, an SEC Registered Investment Advisor opens for business
MAM Wealth Management opens for business in Encino, California.
The firm uses Lockwood Financial as their main investment platform. Lockwood is owned 100% by Bank of New York and offers a very comprehensive and transparent fee-based platform to Registered Investment Advisors and Brokerage Firms.
MAM Wealth Management offers fee-based investment counseling at very competitive rates with the following advantages to its clients:
-Low account minimums ($500,000.00)
-Access to some of the best money managers
-Statement consolidation
-Online Access
-100% fee-based
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